Platte River Wealth Advisors, LLC
- SEC CIK
- 0001802013
- 最新申報
- 2024/10/7
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/12 申報。只含多頭部位。
- 持股檔數
- 83
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.43 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Value ETF922908744 | ETF | 200,583 | $2,665 萬 | 11.0% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 196,380 | $1,340 萬 | 5.5% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 45,079 | $1,218 萬 | 5.0% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 74,424 | $1,066 萬 | 4.4% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 45,852 | $1,041 萬 | 4.3% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 38,896 | $990.3 萬 | 4.1% | – | – | – |
| AAPLApple Inc. | Stock | 73,349 | $956.2 萬 | 3.9% | – | – | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 212,994 | $942.9 萬 | 3.9% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 80,888 | $940.8 萬 | 3.9% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 27,188 | $911.0 萬 | 3.7% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 49,332 | $760.1 萬 | 3.1% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 77,819 | $730.3 萬 | 3.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 26,774 | $678.1 萬 | 2.8% | – | – | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 62,365 | $660.7 萬 | 2.7% | – | – | – |
| GOOGAlphabet Inc. | Stock | 2,778 | $629.3 萬 | 2.6% | – | – | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 59,824 | $532.0 萬 | 2.2% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,532 | $505.5 萬 | 2.1% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 14,414 | $451.2 萬 | 1.9% | – | – | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 34,720 | $386.2 萬 | 1.6% | – | – | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 46,048 | $367.9 萬 | 1.5% | – | – | – |
| BABAAlibaba Group Holding Ltd | ADR | 15,605 | $356.2 萬 | 1.5% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 13,945 | $313.0 萬 | 1.3% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 30,111 | $311.7 萬 | 1.3% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 26,118 | $301.2 萬 | 1.2% | – | – | – |
| USBUS Bancorp DE | COM NEW | 45,572 | $258.8 萬 | 1.1% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 41,997 | $226.8 萬 | 0.9% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 8,419 | $223.2 萬 | 0.9% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 5,767 | $210.4 萬 | 0.9% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,649 | $172.1 萬 | 0.7% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 8,655 | $158.0 萬 | 0.6% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 11,420 | $152.7 萬 | 0.6% | – | – | 歷史 |
| PLDPrologis, Inc. | REIT | 14,032 | $152.2 萬 | 0.6% | – | – | 歷史 |
| MPTMedical Properties Trust Inc | COM | 69,443 | $151.7 萬 | 0.6% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 1,845 | $147.7 萬 | 0.6% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 6,618 | $145.7 萬 | 0.6% | – | – | 歷史 |
| ORealty Income Corp | REIT | 21,769 | $142.4 萬 | 0.6% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 18,691 | $141.7 萬 | 0.6% | – | – | – |
| ELEstee Lauder Companies Inc | CL A | 4,700 | $140.3 萬 | 0.6% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 21,941 | $129.4 萬 | 0.5% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 23,135 | $121.8 萬 | 0.5% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 7,621 | $118.2 萬 | 0.5% | – | – | 歷史 |
| HTDJohn Hancock Tax-Advantaged Dividend Income Fund | COM | 43,183 | $102.9 萬 | 0.4% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 6,371 | $101.9 萬 | 0.4% | – | – | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 24,053 | $101.1 萬 | 0.4% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 19,180 | $99.6 萬 | 0.4% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 5,076 | $95.1 萬 | 0.4% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,537 | $93.2 萬 | 0.4% | – | – | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 6,210 | $92.5 萬 | 0.4% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 2,854 | $89.7 萬 | 0.4% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 6,262 | $87.6 萬 | 0.4% | – | – | 歷史 |
| EQIXEquinix Inc | COM | 1,250 | $86.0 萬 | 0.4% | – | – | 歷史 |
| BSXBoston Scientific Corp | Stock | 21,880 | $84.7 萬 | 0.3% | – | – | 歷史 |
| MAAMid America Apartment Communities Inc. | COM | 5,600 | $82.0 萬 | 0.3% | – | – | 歷史 |
| EXRExtra Space Storage Inc. | COM | 5,868 | $80.7 萬 | 0.3% | – | – | 歷史 |
| AREAlexandria Real Estate Equities, Inc. | COM | 4,660 | $78.9 萬 | 0.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 343 | $77.2 萬 | 0.3% | – | – | 歷史 |
| DREDuke Realty Corp | COM NEW | 17,803 | $76.4 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 6,493 | $71.0 萬 | 0.3% | – | – | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 21,404 | $68.6 萬 | 0.3% | – | – | – |
| EAElectronic Arts Inc. | COM | 4,700 | $66.5 萬 | 0.3% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,080 | $61.8 萬 | 0.3% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,401 | $57.2 萬 | 0.2% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 2,885 | $56.0 萬 | 0.2% | – | – | 歷史 |
| AMTAmerican Tower Corp | REIT | 2,129 | $51.3 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,655 | $50.2 萬 | 0.2% | – | – | – |
| JNJJohnson & Johnson | Stock | 2,756 | $44.9 萬 | 0.2% | – | – | 歷史 |
| VVisa Inc. | Stock | 1,900 | $41.9 萬 | 0.2% | – | – | 歷史 |
| MMM3M Co | Stock | 2,115 | $41.4 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,540 | $37.6 萬 | 0.2% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 1,037 | $37.5 萬 | 0.2% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 2,602 | $35.7 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 2,120 | $34.0 萬 | 0.1% | – | – | – |
| CCICrown Castle Inc. | REIT | 1,860 | $32.7 萬 | 0.1% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,850 | $32.0 萬 | 0.1% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 3,825 | $30.7 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 693 | $28.4 萬 | 0.1% | – | – | – |
| iShares S&P 100 ETF464287101 | ETF | 1,520 | $28.3 萬 | 0.1% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 585 | $28.3 萬 | 0.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 1,795 | $25.6 萬 | 0.1% | – | – | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 2,492 | $24.8 萬 | 0.1% | – | – | – |
| CICigna Group | Stock | 1,000 | $23.8 萬 | 0.1% | – | – | 歷史 |
| GPNGlobal Payments Inc | Stock | 1,105 | $23.5 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 3,530 | $20.9 萬 | 0.1% | – | – | – |